Reports you will actually read
Numbers only help if you look at them. ClearBalance reports are visual, fast and honest about where the money went.
Pick a report, set the range
Choose a report type, set the date range, and filter by account or context. Totals update as you go, with CSV and Excel export a click away.
Every plan
Charts that tell the story
Expenses by category, income against expenses, spending trend over time and a breakdown by type. The shape of your money, visible at a glance.
Every plan
Your trends, on the dashboard
Savings rate, yearly overview and tracked-versus-budget sit on the dashboard the moment you log in. No digging required.
Every plan
Tax time without the shoebox
Tag transactions as taxable and run the tax report when you need it. Business use gets its own context, so personal spending stays out of the picture.
- Full CSV and Excel export on Plus and Pro
- Current-month export on Free
- Full data backup export on every plan
Taxable tagging and tax report on Pro
